I am a Director of Wollens Financial Planning Ltd and have spent over 30 years providing independent, specialist advice to private clients, charities and trusts. I am a Certified Financial Planner (being the highest qualification for financial planning globally) and Chartered (Fellow) Financial Planner. I have served as board member of the Institute of Financial Planning and Chartered Institute of Securities and Investments (‘CISI’) and also Chaired the CISI Financial Planning forum.

Outside of work I love to travel and enjoy van life in the UK and am intentional about living the advice I give to clients – that whilst money is important, embracing the life we have is more so and therefore our money should support the life we want, both now and into the future.